Fill up the Enrollment form Below

Client Identification & Contact Information

Company Name *

Site Name *

Location

City

State

Country

Postal code

Full Name *

Phone *

Email *

Utility Provider

Account Number(s)

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Site & Load Characteristics

Facility type

e.g., data center, manufacturing plant, warehouse

Peak demand (kW) and average load profiles

Load Shape

hourly / daily / seasonal variations

Critical vs. Non-Critical Loads

for load shedding or shifting

Operating Hours and Shifts

Utility Tariff and Rate Structures

Existing Distributed Energy Resources (DERs)

Solar PV

Capacity

Year Installed

Inverter Specs

Battery Energy Storage Systems (BESS)

BESS Chemistry

Capacity

Discharge Duration

Backup Generators

Fuel Type

Size

Use-Case

Emergency

Grid Support

CHP Systems or Microturbines

EV Chargers

Number

Type

Load

Building Management or Automation Systems (BMS/BAS)

Demand Response (DR) Participation History

DER Integration Readiness

Existing Controls or DERMS Platforms

Communications Protocols

e.g., Modbus, BACnet, IEEE 2030.5

Ability to Shed or Shift Loads

Permission and Ability to Curtail DERs

Internet and SCADA Connectivity

Data Access

interval meter data, SCADA feeds, APIs

Interconnection & Compliance

Interconnection Status

Interconnection Documentation

Permission to Export to the Grid

net metering, feed-in tariffs, etc.

Grid Code or Utility Compliance

IEEE 1547, UL 1741 SA, etc.

Safety Protocols and Utility Coordination Procedures

Program Goals & Constraints

What the client wants to achieve: Cost savings? Resilience? Revenue from grid services?

Constraints on Operations

e.g. ,cannot disrupt certain equipment or processes

Risk Tolerance and Willingness to Automate Control

Regulatory or Compliance Constraints

Legal & Financial

Site Ownership

Lease Terms

Opt-in/Consentto Participate in Load Control, Grid Services, Orenergy Trading

Agreement to Share Data and Allow DERMS Access/Control

Any Existing PPAs, ESAs, or DER-as-a-Service Contracts

Financial Incentives Eligibility

e.g., tax credits, utility programs

Cybersecurity & Data Privacy

IT/OT Network Architecture Overview

Security Protocols and Requirements for Integration

Data Governance and Access Permissions

Program Enrollment Logistics

Timeline for Integration and Commissioning

Preferred Reporting Formats and KPIs

Ongoing Communication and Support Structure

Site Layout or Single-Line Diagram

Historical Outage Data

Load Disaggregation Analysis

Energy Audit Results